Center for Financial Planning’s Li Auto LI Stock Holding History

Center for Financial Planning’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-225	Closed	-$7.9K	–	556
2023 Q2	$7.9K	Hold	225	–	–	﹤0.01%	405
2023 Q1	$5.61K	Hold	225	–	–	﹤0.01%	408
2022 Q4	$4.59K	Hold	225	–	–	﹤0.01%	416
2022 Q3	$5K	Hold	225	–	–	﹤0.01%	427
2022 Q2	$9K	Hold	225	–	–	﹤0.01%	366
2022 Q1	$6K	Hold	225	–	–	﹤0.01%	423
2021 Q4	$7K	Hold	225	–	–	﹤0.01%	411
2021 Q3	$6K	Hold	225	–	–	﹤0.01%	400
2021 Q2	$8K	Hold	225	–	–	﹤0.01%	388
2021 Q1	$6K	Hold	225	–	–	﹤0.01%	435
2020 Q4	$6K	Buy	+225	New	+$6.17K	﹤0.01%	387

Other funds holding LI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 8.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Center for Financial Planning's LI Position: Q3 2023 in Review

Center for Financial Planning sold out of Li Auto (LI) in Q3 2023, closing a stake of 225 shares — an estimated $7.9K sold.

Center for Financial Planning first reported a position in LI in Q4 2020 and held it in 11 quarters. The position peaked at $9K in Q2 2022. 228 funds tracked by Wall St. Rank hold LI as of Q3 2023.

Center for Financial Planning reported no remaining Li Auto position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 225 Li Auto shares in Q3 2023, an estimated $7.9K.
Center for Financial Planning first reported a position in Li Auto in Q4 2020 and held it in 11 quarters.
Center for Financial Planning's Li Auto position peaked at $9K in Q2 2022.
228 funds tracked by Wall St. Rank held Li Auto as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.